Salesforce

Salesforce is the university's customer relationship management system. 

The Salesforce suite includes the following products:

  • FormAssembly
  • Mogli
  • Pardot
  • Recruitment & Admissions
  • Salesforce Experience Portal(s)
  • Student Success Hub

Please use the action on the right menu to submit a request.

  • Submit New Feature Request - Submit a request for something that should be added to Salesforce.
  • Report an Issue - Report any issues with Salesforce.
  • Submit Change Request - Submit a request to change something that is in Salesforce.

If you are unsure, do not worry, select any of the options and the service desk staff will make sure the request gets to the right people.

 
Submit Change Request Submit New Feature Request Report an Issue

Related Articles (6)

Salesforce - Using the Salesforce Outlook Add-in
Learn how to use the Salesforce Outlook Add-in to streamline your daily workflow. This guide covers how to view student data, log important correspondence, and create new records without ever leaving your Outlook inbox.
Salesforce Outlook Add-in: First-Time Login and Setup
This guide covers the one-time setup process for connecting the Salesforce Outlook Add-in to your North Central University account. You must complete these steps on every device and platform (Desktop vs. Web) where you use Outlook.
Salesforce: Creating & Sharing Advising Notes
Learn how to create advising notes, share advising notes, and associate advising notes with records in Salesforce Student Success Hub.
Salesforce: Creating Alerts in Skyline
Learn how to create alerts directly in Skyline. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is automatically related to a advising case and to the student contact associated with the case.
Salesforce: Creating an Alert for a Student in Student Success Hub
Learn how to create alerts in Student Success Hub. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is related to a Student Record case and to the student contact associated with the case.
Salesforce: Viewing and Resolving Alerts (Faculty/Staff Guide)
Learn how to view current alerts from within Salesforce. Please note that Salesforce access is required to view alerts and not all employees have access to Salesforce.

Service Offerings (3)

Salesforce - Change Request
Salesforce - Change Request
Salesforce - New Feature
Salesforce - New Feature
Salesforce - Report an Issue
Salesforce - Report an Issue